Unitarian Universalist Meeting of South Berkshire
2005 Strategic Plan
Background
/ History:
We are a
member congregation of the Unitarian Universalist Association.
Unitarian Universalism is a liberal religion which invites each individual
into a free and responsible search for truth and meaning. We respect
individual freedom of thought, and support the spiritual growth of our
members in their responsible search for truth and meaning. We have no
creed or doctrines to which all must subscribe, instead we have seven
principles that guide us in our journey through life and are the basis of
our values. Just as important to us as our individual journeys are our
actions to promote justice, acceptance and compassion in the world.
Our
congregation’s first meeting was in 1995 with 6 people in attendance.
We are a chartered congregation of the Unitarian Universalist Association.
We currently have 63 members and maintain strong ties to our community.
We are a growing congregation in the liberal religious tradition that
respects ideas, values diversity, and encourages the exploration of
spirituality and life’s meaning. As a result of this growth, we are
now at a point where we need a strategic plan to focus and guide our future.
This strategic plan will be based on our purposes and principles, as
follows.
Purposes and Principles:
UUMSB is
committed to providing Unitarian Universalism in the Southern Berkshires to
support its members from the Southern Berkshires of Massachusetts and nearby
towns in Connecticut and New York
Covenant
We, the
members of the Unitarian Universalist Meeting of South Berkshire, commit
ourselves to provide support for our individual members and families of
every variety in their emotional, spiritual, and intellectual lives; to
promote the healthy growth of our congregation through full participation
and creation of a welcoming environment for all people; and to unite in
upholding and sharing the Unitarian Universalist principles.
We, a
member congregation of the Unitarian Universalist Association, covenant to
affirm and promote:
-
The inherent worth
and dignity of every person;
-
Justice, equity, and
compassion in human relations;
-
Acceptance of one
another and encouragement to spiritual growth in our congregations;
-
A free and
responsible search for truth and meaning;
-
The right of
conscience and the use of the democratic process within our
congregations and in society at large;
-
The goal of world
community, with peace, liberty, and justice for all;
-
Respect for the
interdependent web of all existence of which we are a part.
Mission
We come
together from diverse traditions as a welcoming, religious community with
shared values, seeking spiritual growth, lifelong religious education, and
fellowship. We strive to promote justice, acceptance, and compassion
in the world.
Introduction:
In
September 2004 a Strategic Planning Committee was formed at the direction of
the Board of Trustees and given the task of developing a 7-10 years
Strategic Plan for the congregation. The committee was made up of the
following members: Ron Dlugosz, chair; Fred Bunger; Dana Cummings; Bob
Dix; Erica Fay; and Laurie Shaw. In developing this plan, an interview
was conducted with the Minister and the congregation provided input in
various ways to include comments by members after a Sunday service, notes
posted on poster-board, and suggestions made at “Cottage Gatherings”
conducted around the topic of obtaining property and/or a physical building.
The plan consists of a “vision” of how the congregation would look and
function in 7-10 years if it became all that its members could envision.
This “vision” for the future was subdivided into four (4) separate “visions”
which are “Congregational Life,” “Community Involvement,” “Sustainability,”
and “Physical Presence.” For each “vision,” goals and objectives were
developed to support the vision. An executive summary is included
which provides an overview of the strategic plan allowing one to understand
its overall intent without focusing on the specific details.
Executive Summary:
The
Unitarian Universalist Meeting of South Berkshire is a strong, vibrant,
religious community serving the Southern Berkshires of Massachusetts and
nearby towns in Connecticut and New York. The members of the
congregation take pride in their congregation and want it to continue to be
a force for serving both its members and those in need in the community.
The members support growth within the congregation, but want to maintain the
intimacy of a small congregation as they continue to grow. The dream
of owning our own physical space where we can better express our Unitarian
Universalist purposes and principles is very important to most of the
congregation. This ability to make a difference (together we can
create a better world, starting right here, right now) is the underlying
force driving our plans for the future of the congregation. Our
overall vision for the future is a bright and hopeful picture. The
four individual visions weave an intricate pattern, with each mutually
dependent on the others for success.
Congregational Life:
We are a
diverse religious community and we want to be able to meet the many needs of
our members. By offering a wide variety of programs, including diverse
worship services, music of all varieties, and many and varied fellowship
opportunities as well as a religious education program for both children and
adults, we can both satisfy the desires of our members and expose our
members to new experiences. We will consider initiatives to develop
anti-oppressive, multicultural, anti-racist ways of being in our
congregational life, in our community and in the world. We will
consider initiating the “Welcoming Congregation” program and actively reach
out to the gay, lesbian, bisexual and transgendered community once we are
located in a place where we are not restricted from doing so. We see,
in promoting a strong congregational life, that we are also supporting our
desire to grow and embrace new members.
Community Involvement:
We want to
have a positive impact on our local community, our world and our
environment. We want to be known and respected for the things we do to
improve each of these areas. We want to offer programs of interest to
our community and to be able to share our space with others in the
community. It is important to us to be able to reach out to our
community and to help make a difference in the lives of those who live here.
We want to be a strong voice for social justice and help make the world a
better place for all. We see our outreach to the community as one
factor that will enable us to attract those in the area who are seeking a
liberal religious community to join our congregation.
Sustainability:
We want
the presence of Unitarian Universalism to be prominent in the Southern
Berkshires for many years to come. We support growth and encourage
kindred spirits to join with us. We will continue to develop strong
leaders within the congregation. We will ensure that we continue to
have an outstanding minister by offering a highly competitive ministerial
compensation package. This compensation package will allow us to
retain or, if necessary, attract a minister of the highest quality, as is
consistent with our vision for the future. We desire that all our
members, as they are able, share in service to our congregation so that each
will know the joys of serving others and so that we can realize our dreams
without suffering burn-out of individuals from overwork. We will be
fiscally responsible and ensure that there are sufficient funds to meet our
congregational needs and to support our community outreach and social
justice initiatives.
Physical Presence:
Lastly,
having our own space and physical presence in the Great Barrington area is
important since it allows the congregation to better fulfill its mission in
support of both the needs of its members and the greater community.
The proposed strategy is to acquire suitable property in the Great
Barrington area, develop a financial strategy, and fund the design and
construction of a facility. Construction can be incremental and
expand to support our growth. The design and construction of the
facility would be ecologically sound. It would afford us a place from
which to implement our mission. It will allow us to realize our vision
to improve life within our congregation, to reach out and support the needs
of our community, and to ensure that Unitarian Universalism remains in this
area.
Vision 1: Congregational Life
We are a gathering of individuals coming from various religious traditions.
We provide a spiritual home for all those, including the disenfranchised,
who share our liberal religious values, consistent with the principles of
Unitarian Universalism. We invite, include and support a diverse
membership. As our membership includes all manner of families and
individuals, we maintain an active enrichment and religious education
program to encourage spiritual, intellectual and creative growth at all
ages. Our resident minister provides guidance, conducts worship
services, and helps to cultivate ministry and leadership within the
congregation. Our weekly worship service themes encompass a wide spectrum of
spiritual expression, a comprehensive examination of religion and ethics,
and lessons from life, humor and the arts. We engage visiting clergy
from many traditions as well as guest speakers to present inspiring
services. Music is a vital part of our services. Both our
fellowship and social justice activities strengthen our bonds with one
another while putting our beliefs into action. We will take initiative to
develop anti-oppressive, multicultural, anti-racist ways of being in our
congregational life, in our community and in the world. We will
consider becoming a “Welcoming Congregation” who actively reach out to the
Gay, Lesbian, Bisexual, and Transgender population while working to insure
their rights as citizens among us.
Goal
1.1: We are a religious community that fills the diverse needs of our
members.
Objective 1.1.1 – We offer a wide variety of programs to our congregation
Worship
-
Our weekly services
are designed to comprise a well-rounded presentation of spiritual,
intellectual, and socially relevant topics delivered in a respectful
manner.
-
The voices of our
members are shared and encouraged through worship participation in the
form of “Bring Your Own” services, panels, and other creative forms of
worship.
-
All members are
encouraged to take part in conducting all, or part, of worship
services.
-
Worship services are
held on Sundays throughout the year. Scheduling of services take
into account a variety of factors, such as the preferences of the
congregation, the needs of families and the desire to give weekend
residents the opportunity to attend.
-
Additional worship
services are held to provide more options as requested by an appropriate
number of members. (Christmas Eve, Passover Seder, and other
observances or times).
-
We support small
covenant groups interested in specific study, worship, and practice.
-
Periodically, we hold
worship services that focus on topics and issues for our immigrant
communities in their language. These are advertised widely to the
general public.
-
We are mindful of
physical (accessibility, comfort, sound, and lighting) as well as
spiritual and aesthetic needs in the set up and planning of the worship
space.
Music
Music has
been an important aspect of religious ceremony throughout the ages.
Indeed, most classical music was written for religious worship.
Music has also played a critical role in social and human rights movements
giving voice to the disenfranchised. We seek to incorporate the music
from a wide variety of traditions in our worship services and honor special
events with music.
-
Form
a Music Committee in partnership with the Worship Committee to focus on
building a quality music program.
-
Employ
a part-time director of music.
-
Encourage and provide the opportunity for participation in a choir that
offers classical, religious, folk, jazz and contemporary music
appropriate to the time, place and theme of the worship service.
-
Provide a wide range of instrumental and vocal music suitable to our
worship services.
-
Create
a children’s music program
-
Utilize our space for musical performances for the community.
-
Collaborate with other Berkshire institutions and musical groups.
-
Provide performance opportunities and encouragement for developing
musicians in our area.
-
Continue and expand our coffee house program.
-
Accommodate music and performance needs in the design of our facilities
including acoustics, sound system, lighting, and raised platforms.
Ministry
-
Encourage and provide
opportunities for all members to engage in ministry and in worship
services.
-
Invite guest ministers
and speakers to bring diverse views to the congregation (without
attempts to proselytize or convert).
-
Provide support to
individuals and families in crisis. This can include financial
support, pastoral or counseling services. Privacy is respected.
-
Institute a program to
develop lay ministry that supports our minister in addressing the need
of our members and the community.
Fellowship
-
Plan a wide range of
fellowship opportunities to accommodate the various interests, talents,
and physical abilities within the congregation.
-
Allow for a spiritual
component within our fellowship activities.
-
Provide pathways for new
members and friends to become involved in the activities of the
congregation. We are aware that the forging of strong bonds is
important to growing a strong congregation and we actively work to
encourage these connections.
-
Evaluate the success of
our activities in light of the goal of continually improving our
fellowship offerings.
Objective 1.1.2 – Conduct an effective Education program for children and
adults
-
Provide education
programs for children, teens, young adults, adults, and
cross-generational groups.
-
Engage a part time
Director of Religious Education.
-
Offer a quality
Religious Education program for children that will both attract young
families and encourage the spiritual and intellectual development of our
children.
-
Provide a Religious
Education program that spans the full spectrum of curricula suggested by
the UUA.
-
Offer programming to
cover a range of spiritual needs, studies, and disciplines.
-
Provide programming to
reflect the current social environment.
-
Provide a pamphlet
describing the Religious Education program.
Objective 1.1.3 – Become a “Welcoming Congregation”
Putting
the seven principles of Unitarian Universalism into practice in our
congregation requires us to reach out to those in our society who often are
not welcomed into houses of worship. Today in the United States there is a
large community of gay, lesbian, bisexual, and transgender (glbt) people
seeking a spiritual home where they are accepted and respected for who they
are. This community has a need for warmth, caring, and affirmation as
does anyone else who calls the liberal church their religious home. It
is our responsibility to open our doors and welcome this community to our
table.
Our
current situation of renting space from the Methodist Church prevents us
from becoming a “Welcoming Congregation” because of specific restrictions in
our rental agreement. We are prohibited from any public activities
that would associate glbt with the Methodist Church including any publicly
advertised events or performing same sex marriage ceremonies. This is
a fundamental issue preventing us from acting in the way that is consistent
with our UU principles
Once we
are located in a space that allows us the freedom to be fully open to the
glbt community, the Board of Trustees will consider following the steps
defined by the UUA to become a “Welcoming Congregation.”
Objective 1.1.4 – Consider the UUA “Journey Toward Wholeness” Program
Journey Toward Wholeness is
the name for the Unitarian Universalist Association’s initiative to develop
anti-oppressive, multicultural, anti-racist ways of being in the world so
that we can truly live by our principles. The Journey Toward Wholeness path
to anti-racism was born out of the premise that racism and its effects are
embedded in all social institutions as well as in us and will not be changed
without deliberate engagement in analysis and action. The path begins
internally. We take a fresh look at ourselves and learn to identify our
personal and institutional relationships to oppressive systems. We then
learn the skills we need to dismantle racism in our institutions and
restructure ourselves into anti-racist institutions. At the same time that
we work to get our own house in order we move into authentic multi-racial,
multi-ethnic, and interfaith coalitions for effective spiritually-driven
action for justice. Our goal is to create an anti-racist multicultural
identity and practice in the life of the congregation.
Vision 2: Community Involvement
We are
tightly embedded in our local community and are a major force for social
change in our community and beyond. We are reaching out to the
community and we are highly respected for the work that we do. We are
well known; just about everyone in the community knows who we are, where we
are located and for what we stand. We are well established and are
inviting (not a club) to others. We are a positive force in our
community and make a real difference in the lives of those who live here.
We are active in social justice and community outreach at the local,
national, and global levels.
Goal
2.1: Make the Unitarian Universalist Meeting of South Berkshire a
strong positive presence within our community.
Objective 2.1.1: Offer diverse programs of interest to our community.
-
The Worship Committee
should determine what Sunday service topics would be of interest to the
greater community and invite individuals and groups to our services when
the topic is relevant to their interests.
-
The RE Committee in
coordination with the minister should develop special children’s and
adult programs that would of interest to the local community.
-
The Fundraising
Committee should consider fundraising events that would be of interest
to those outside our congregation.
-
Encourage outside groups
with values consistent with UU principles to utilize our facility for
programs and special events.
-
Sponsor community events
consistent with UU principles.
-
Widely advertise
programs, special events and worship services that would be of interest
to the community.
-
Be a model for awareness
of environmental issues and sustainable living.
Objective 2.1.2:
Provide community outreach.
-
The Community Outreach
Committee should assess community needs and together with the
congregation determine UUMSB capabilities and interest in serving those
needs. Where other groups/resources are partially serving the needs,
determine how we could partner or share the work.
-
The Community Outreach
Committee in coordination with the Social Justice Committee should
propose annual community outreach focus efforts that combine both
congregational giving in the form of share-the-plate collections and
hands-on efforts such as assisting Construct to build houses, working at
the People’s Pantry, offering programs or working at Gould Farm, etc.
By providing both funds and physical assistance we can energize the
congregation around specific issues and we will be able to make a more
significant impact in our community.
-
Develop an awareness of
the human needs in our community. This can be done by contacting
other congregations and social service agencies in the South Berkshire
area to determine what these groups identify as needs for their
members/clients. (In addition to the local churches, groups that
the UUMSB could develop links with include but are not limited to:
Railroad Street Youth Project, Southern Berkshire YMCA, Elder Services
of Berkshire County, WIC, Community Health Program, Hospice Care,
Construct, Berkshire Community Action Council, Habitat for Humanity,
local public schools, local nursing homes, adult literacy programs,
etc.). Resources for underserved members of the community such as
non-English speaking people, gays and lesbians, and other minorities
should be evaluated.
-
Promote volunteer
efforts to enhance life in our community and reach out to those in need.
After identifying community needs, programs could be developed in
conjunction with various agencies utilizing the resources of many groups
to serve the needs of the community. Using a collaborative
approach, volunteer opportunities could be offered to each group
involved without taxing the resources of any one group. Volunteer
opportunities could also be opened up to community members not
affiliated with a particular group, providing them with a means to share
their talents.
-
In addition to ongoing
programs, collaborative effort could also be used to develop special
one-time programs or events to meet specific community needs.
-
Support the ongoing
efforts of already established groups or programs through volunteerism,
special collections to meet specific needs or use of space.
-
Highlight the volunteer
work performed by our members, publicize their achievements, and support
their efforts.
-
Promote Unitarian
Universalism in our community and educate our members to help them
better express their religious convictions.
Objective
2.1.3: Be a force for social justice.
-
Maintain an active
Social Justice Committee that keeps the congregation well informed on
local issues as well as those on national and global levels. The
committee should identify those particular issues where the efforts of
the congregation can be put to use in a meaningful, productive and
visible manner.
-
Use the power of our
congregation or inter-group collaboration to give a voice to the
oppressed or under-represented. Make that voice be heard through
press releases in newspapers, letters to the editor, news stories, paid
advertisements, billboards, public forums and special events.
-
Think globally and act
locally. Determine what efforts can be made on a local level that
will have an impact on world-wide issues such as the AIDS epidemic,
poverty, homelessness, hunger, disease, war, political oppression and
environmental concerns.
-
Be a force for social
justice by the power of example. Develop and maintain an extensive
network of volunteer efforts and special programs which will enable the
UUMSB to become a powerful and pervasive force for human rights in the
community.
Vision 3: Sustainability
We are
a stable organization and are here for the long run. We have the
ability to sustain our organization. Our budget is stable and can
sustain us. We are growing at a reasonable rate. We have a
ministerial compensation package that is very good for our size and
location. We can attract an excellent new minister when that becomes
necessary. We have many good lay leaders and we develop the leadership
skills of our members. A very large number of our members participate
in our programs and help share the ministry of our congregation. We
are leaders within our denomination and are active in the district and the
UUA.
Goal
3.1: Ensure that the Unitarian Universalist Meeting of South
Berkshire is a sustainable organization that will be in this area for many,
many years.
Objective 3.1.1 – Support and maintain a reasonable rate of growth.
Responsible growth within the congregation is both desired and necessary to
maintain a viable and sustainable organization. Growth should be well
managed to make sure that the “family” feeling of the congregation is
maintained. While a 10% real rate of growth per year seems realistic,
a higher growth rate would help the congregation realize other goals.
-
The Membership Committee
should develop a marketing plan that assesses the potential for new
members in the South Berkshires, determines who might join and how best
to reach out to them. Develop and maintain statistics about our
community that will support our growth objective. Familiarize
ourselves with relevant demographic data for our region.
-
The Membership Committee
should collect and maintain pertinent member information and statistics
to include how members found our congregation, what kept them coming
back, and the reason why members have left.
-
Develop a Communication
plan to inform and attract new members. Establish a routine for at
least quarterly press releases, and community radio and TV appearances.
Get notice of real estate transfers & sales so that UUMSB welcome
packages can be sent to all new residents.
-
Maximize publicity about
our congregation and our programs to inform the public and help support
growth.
Objective 3.1.2 – Develop and maintain strong leadership abilities within
our congregation.
A key to
having and maintaining an enduring organization is to maintain strong
leaders. Good leaders will enable the congregation to attain its
vision by effectively handling both the day to day operations of the
congregation and any crisis situations that may arise. The following
are some suggested ways to develop and sustain strong leadership:
-
The Board of Trustees
should provide leadership training on an annual basis. Training is
available from the UUA, Clara Barton District and local organizations
such as the Berkshire Taconic Community Foundation. Training can
also be provided by members of the congregation. The training
should be tailored to specific needs and identified weaknesses.
-
A formal mentoring
program should be established to identify mentors and individuals to be
mentored. This program should look at developing future leaders at
all levels within the congregation to include committee chairs,
teachers, and board members.
-
The Board of Trustees in
conjunction with the Membership Committee should examine ways to rotate
chairs of committees and to identify members who are over-burdened.
-
Strive for the best,
both in those who lead and in everything that is done by and for the
congregation. Excellence is contagious and produces an environment
where all can serve in pride.
-
Encourage our leaders to
serve on UUA and CBD boards and committees.
Objective 3.1.3 – Ensure the congregation has a minister.
The long
term viability of our congregation depends on having a strong minister who
can care for the spiritual needs of our members and attract new members to
our congregation.
-
Engage a strong minister
by providing a good compensation package that meets the recommendations
of the UUA. Annually, during the budget preparation process, the
Finance Committee should assess the current UUA ministerial compensation
package recommendations for congregations like ours. The Board of
Trustees should strive to provide a competitive package and adjust the
budget accordingly. This will help to retain our minister and
allow us to attract a new minister if that becomes necessary.
-
Engage an intern or
assistant minister as needed to assist the senior minister.
-
Establish a Committee on
Ministry to discuss any issues that arise between the minister and the
congregation so that they can be resolved before they become serious
problems.
-
Establish regular
meetings between the minister and the president of the congregation.
-
Provide our own quality
space for worship, programs and our minister.
-
Provide full payment for
expenses to General Assembly, district meetings, conferences and
workshops.
-
Provide a private office
for the minister.
-
Provide for 2 full days
off per week for the minister as well as adequate paid vacation.
-
Provide adequate support
staff including a secretary to reduce the administrative burdens of the
minister.
-
Support the sabbatical
policy and encourage the minister to take a sabbatical in accordance
with the sabbatical policy.
-
Hire a part-time RE
director to assist the minister.
Objective 3.1.4 – Maintain a high level of member participation.
Key to a
strong and viable organization is the commitment of its members to the
organization. Strong participation not only gets things accomplished
without burn-out but also develops an organizational pride where members
feel personally rewarded as a result of their accomplishments. People
who participate and get involved develop a loyalty to the organization and
tend to remain as members.
-
The Membership Committee
should maintain up-to-date statistics on member participation so that
those who participate can be identified and recognized. Specific
opportunities should be made available to members who are not
participating and they should be encouraged to get involved. This
should be done with care to allow for the ebb and flow of participation
and to give people a chance for rest and renewal after long periods of
participation.
-
The Board of Trustees
should develop an organizational mind-set that participation is valued
and expected. Set up a recognition process to highlight the
efforts of our members and to make sure that they know that they are
appreciated.
-
The Membership Committee
should determine the degree and types of participation opportunities
that our members desire. It should offer fellowship events,
committee activities, and other opportunities that appeal to our
membership. Ensure that excellence is a cornerstone of all our
activities.
Objective 3.1.5 – Ensure fiscal stability within the congregation.
Develop
annual budgets that are realistic and fiscally responsible. Make sure
that any congregational debt incurred as a result of mortgages can be
reasonably handled through annual pledges. Budget and fund items that
are consistent with the strategic goals of the congregation.
-
The Finance Committee in
conjunction with the Board of Trustees should develop a reasonable
ministerial compensation package.
-
The Finance Committee
should develop an annual budget preparation process that solicits budget
requests from the congregation and prioritizes those requests consistent
with the strategic and annual goals of the congregation.
-
The Finance Committee
should establish a fund and invest annually to save money to help fund
strategic initiatives such as the purchase of property and building a
meeting house.
-
Develop an endowment
fund to help protect our future.
-
Maintain stewardship of
congregation funds through sound fiscal practices and responsible
spending.
Vision 4: Physical Presence
We see
ourselves as having a physical presence within our community. Our
physical space is an inviting, welcoming space that helps define us.
The form, shape, material, simplicity, and beauty of our space are
expressions of what is inside and of whom we are. It is a resource for
spiritual life and a place where one can participate in a full spectrum of
programs to include art, spirituality, yoga, etc. It is a space that
allows us to perform our mission and where we can openly express our
purposes and principles. It is a place suitable for many diverse
community events and is frequented by many in the community.
Goal
4.1: Obtain suitable and affordable space that we control that
allows us to perform our mission.
There are
three approaches to be considered in meeting this goal:
-
The first approach is to
obtain an exclusive rental arrangement that would allow us the freedom
to manage our space as needed to carry out our mission. Based on
our extensive 2002-2003 search for rental space, the possibility of
finding affordable space of adequate size and location in the Great
Barrington area is remote. Also, any space that we might rent
would likely come with some practical limitations constraining our
ability to be an effective and recognized presence in the community and
would not be a true reflection of who we are. However, such an
approach, if found, could be used in the interim while we build our
membership and develop financial plans for a more permanent solution to
meeting our space needs.
-
The second approach is
to purchase an existing building that is suitable to our short term
needs and can be modified or expanded in suitable ways to meet our long
term goals. Again, based on our 2002-2003 search for space plus
our continuing search for appropriate structures to buy, the possibility
of finding affordable space of adequate size and location in the Great
Barrington area is remote. However, other Great Barrington
congregations have gone this route with some success. We should
continue to be open to this type of approach and investigate appropriate
properties as they come on the market.
-
The most promising route
to obtaining a permanent home for the congregation is to purchase
property in a suitable location followed by creation of a facility
suited to our needs. This presents the possibility of lower
initial cost for the property and allows for an incremental design and
construction approach as our financial plans are developed and realized.
This is the optimum approach for incorporating the dreams and
aspirations of our congregation as expressed at our Cottage Gatherings
in 2001 and 2004. Maximum involvement from our congregation in all
phases and major decisions should be maintained. We have
established 5 specific objectives for achieving this goal:
Objective 4.1.1 – Develop a Financial Strategy:
Based on
input from an internal survey to determine the ability of the congregation
to finance the purchase or construction of a facility, it is apparent that
the congregation can not, at this time, afford to both purchase property and
construct a facility. Innovative alternatives are needed.
Recommended approaches include:
- Consider
a multi-use facility where we would team with another organization to build
a facility that both organizations could share. These organizations
can be other non-profits, corporations, or small businesses.
- Consider grants of all types for which we would be eligible.
- Assess
the possibility of financial support from wealthy individuals within our
community or with ties to our area, especially those with liberal religious
leanings who might support our building plans.
- Consider
funding from other religious institutions or congregations in our
denomination.
- Determine
ways to broaden the donor base.
- Brainstorm other ideas that are “way out there” and very innovative.
-
The Finance Committee
should develop an estimate of how much funding could reasonably be
expected in an internal capital campaign. Consider congregational
growth and its impact on available funding.
-
The Finance Committee in
conjunction with the Meeting Space Committee should develop estimated
annual expenses for owning and operating our own facility.
Estimates should consider various size mortgage payments.
-
A feasibility study
should be conducted to determine if the alternatives that are
recommended can be realized and in what time frame.
Objective 4.1.2 – Fund the Project:
Once a
strategy and plan is in place, raise the necessary funding to execute the
project. This includes:
-
Obtain
any commercial loans that are required.
-
Obtain
any internal loans that are required.
-
Apply
for identified grants and foundation funding.
-
Develop contractual agreements with any organization that we decide to
team with in developing a joint project, to include the financial
responsibilities of each party and a facility use plan.
-
Conduct a Capital Campaign. (Determine the need for consultant
assistance)
-
Include expenses for the new facility in the
Finance Committee’s proposed annual budget based on the new facility.
Objective 4.1.3 - Purchase Property (land):
Discussions related to purchasing property have been on-going since our
first “Cottage Gatherings” in 2001. The general themes that have grown
out of these discussions include:
-
The property should be
easy to find, either on a main street or just off a main street.
-
The property should be
in the Great Barrington area as this is the center of the area from
which we draw our congregation. It can be a little east, west or
south but not much to the north to avoid conflict with the Unitarian
Universalist Church of Pittsfield.
-
The property should be a
site with a minimum of two acres to allow enough room for a structure,
parking and green space suitable for occasional outdoor services or
meditation.
-
If at all possible, the
site should have access to town water and sewer services as this greatly
simplifies the permit process and minimizes construction expenses for
these items.
-
If possible, the
property should be both aesthetically pleasing and have the good public
visibility needed to attract people to our doors.
The Meeting
Space Committee is responsible for conducting the search for suitable
property and for coordinating with other committees, officers and the
congregation as needed. This committee has been and should continue
searching for candidate properties that meet the above criteria.
Objective 4.1.4 – Design of the Facility:
Although
some years in the future, the design of our permanent home must include a
number of requirements that are fundamental to achieving the vision of our
role in the community and supporting Unitarian Universalist principles.
Among these are:
-
The permanent facility
should be designed to accommodate the size of the congregation, taking
into consideration projected growth, and to support the activities of
the congregation and its mission. At this time, it is projected
that the Great Barrington area could support a congregation size of 125
to 150 members. This should be reassessed prior to the design
phase and sufficient room for expansion should be considered.
-
To the maximum extent
possible, the design should consider the requirements needed to support
identified multi-use opportunities.
-
The idea of a “green
sanctuary”, which is an environmentally responsible structure, is
important to achieving the vision of our place in the community and must
be included as one of the fundamental principles of the design.
-
Other design criteria
should consider the following: sufficient space for both member use and
community use; possibility of rental space; good acoustics; good
lighting; accessibility; places to display art; multi-media capability;
dance floor; “homier” space for get-togethers; and space for community
events.
-
Incremental construction
of the facility should be considered as an important concept that will
allow us to move forward as resources become available.
-
The Meeting Space
Committee should prepare and maintain a facility design consideration
plan that captures ideas from the congregation, observations made of
other facilities, and considerations for multi-use opportunities.
-
The Meeting Space
Committee should prepare and maintain a preliminary cost assessment
based on current design considerations.
-
Once suitable property
is obtained, the Meeting Space Committee should propose a facility
design process and oversee the development of a detailed facility design
plan.
-
Develop a detailed
specification and request for proposal.
Objective 4.1.5 – Construction of the Facility:
Although
some years in the future, the construction of our permanent home must
include a number of requirements that are fundamental to achieving the
vision of our role in the community and supporting Unitarian Universalist
principles. Among these are:
-
Construction should be
accomplished in an environmentally sound manner.
-
Incremental construction
should be investigated so that the congregation can move in to a portion
of the facility as soon as practical thereby eliminating the need to
rent space.
-
Sweat equity should be
used where possible to reduce costs and promote a sense of inclusion by
our members, allowing them to utilize their talents and make a unique
contribution to the congregation.
-
Consideration should be
given to using local contractors and suppliers when possible during the
construction phase.
Conclusion:
The
Unitarian Universalist Meeting of South Berkshire is a strong, vibrant
religious community committed to supporting the needs of its members and to
providing Unitarian Universalism in the South Berkshires. This
Strategic Plan provides an overall roadmap to assist the congregation in
realizing its dreams for the future. The plan should be used on an
annual basis to assess our progress and to develop annual congregational
goals that over time will make this plan a reality. The plan should be
reviewed in five years and adjusted as needed to ensure that our vision for
our future remains clear and that progress is being made to attain that
vision. It is recommended that once significant changes are needed, or
in 7-10 years, a new Strategic Plan be developed.
“Together we can create a better world, starting right
here, right now”
(February 4, 2005)